Header Right

Terms & Conditions

By continuing to use our website, read blogs/articles and purchase any services/products offered on the website, you agree to following terms and conditions:1. All the articles/blog posts are copyrighted and none of the articles/blog posts shall not be copied/reproduced without the written consent of the author. You are welcome to quote from our website as long as proper credit is given.2. The contents of the articles are correct to the best of our knowledge. You must independently verify the information before acting upon such information provided in our articles/blogs. We shall not be responsible for any damage, financial or otherwise, caused due to any of your actions based on our articles/blog posts.3. Our articles/blog reflects our interpretation/opinion of the various products and the extant laws and regulations. During analysis, we may have made certain assumptions, which may not be correct. You must independently verify the information before acting upon such information. We shall not be responsible for any damage, financial or otherwise, caused due to any of your actions based on our articles/blog posts.4. We do not guarantee performance of any of the products recommended by us. All our recommendations are based on past data, our interpretation of the product features and are given in good faith. We shall not be responsible for any damage, financial or otherwise, caused due to any of your actions based on our recommendations.5. Capital markets, including but not limited to real estate, equities, derivatives, commodities and mutual funds are inherently volatile and their performance cannot be guaranteed. By investing in capital markets, based on our product recommendations or otherwise, you agree that you understand the risks involved in investing in capital markets. We shall not be responsible for any damage, financial or otherwise, caused due to any of your actions based on our recommendations.6. To deliver our services/products, we shall need additional information from you including but not limited to information about your finances, existing assets and liabilities, family structure or any other information as mandated by SEBI, the market regulator. We shall act in good faith and shall consider the information provided to be true. By agreeing to purchase services, you agree to provide all reasonable information as requested.7. Estimated delivery time mentioned for our various product offerings is just an estimate. Actual delivery time may vary based on workload and your cooperation in providing the information. Actual delivery time will be conveyed to you within a reasonable time frame after you purchase the product/service. We shall not be responsible for any delays in delivering the service due to lack of cooperation in providing information at your end.

Primary Sidebar

Search the site ...

Our Service Offerings

We offer a range of services ranging from investment recommendations to comprehensive financial planning. VisitOur Offeringssection for more details.

SUBSCRIBE TO NEWSLETTER

Email Address*

Testimonials

I had a very good and quite a satisfying experience in my dealings with Mr Deepesh. I found Deepesh to Frank, Knowledgeable & assuring. The final plan drawn up by Mr Deepesh was quite detailed and realistic. I would definitely recommend services of www.personalfinanceplan.in to my friends and relatives.

I worked with personalfinanceplan.in to review and enhance my portfolio. The whole experience was very professional and at the same time personalized. Deepesh made sure that he understands all my financial circumstances that affect the planning. He also made sure that I am aware of all the information and possible alternatives before coming to the final plan. Whole process was very engaging and productive. I will continue to rely on personalfinanceplan.in for my future needs.

Deepak DahujaDirector Engineering, Hughes Systique CorporationGurgaon

I worked with Deepesh for investing in mutual funds. Deepesh was very helpful throughout the engagement. As I am a first time investor, Deepesh ensured that I understand all the risks and benefits. He was easily approachable, flexible with timings and ensured transparency throughout the process. One of the best things about him is that he encouraged questions from me and also invited me to challenge his investment advice before finalizing the portfolio. All in all, it's been a great experience working with him. Thanks for all the help!

Vishakh MaruvalaTax Senior, EYBangalore

It was a great experience interacting with Deepesh. His guidance and suggestions on mutual funds and term insurance were very useful. The best part is he is quick to respond to the queries raised and explains everything really nicely. He made me analyze my financial goals and explained the choice of investment products in detail.

Raghavendra ShettyGenPactBangalore

I am very much satisfied with the service provided. What I liked the best was promptness in response over e-mail, chat or a phone call. As a first time investor, I needed lot of clarifications before I went ahead and made the investments. Deepesh provided the guidance and patiently answered all my queries. He understood my personalized goals and advised on how to go ahead in strategizing them. I am looking forward for long term relationship in achieving my financial goals. Please keep up the good work.

Debranjan BanerjeeTata Consultancy ServicesHyderabad

<< Prev

Next >>

TV Appearances

Looking for Content for Website

If you are looking for unique personal finance content for your website, get in touch with us.